Mario Luna
Operations Mgr
Joshua Allen
The licensing process can get confusing and frustrating, thankfully I am here to help you expedite that process. Feel free to schedule an appointment or send me a message.
Email: joshallen.wfg@gmail.com
YOUR TEAM
Meet the amazing team that helps us provide the best possible experience and you the best opportunity to succeed
CONTACT INFORMATION
Home Office
Email: WFGSalesdesk@transamerica.com
Phone Lines: Monday-Friday 8am-6pm EST
Phone: 770.934.7355 (770.WFG.SELL) Spanish speakers available
More Info: https://www.mywfg.com/wfg-sales-desk
Support cases can be submitted for the following areas:
- Commissions
- Compliance
- Distribution (Physical Ordering, Rings & Watches)
- Field Contracting & Coding (Forms, NAE)
- Field Relations (AMA, BSSOE, Hierarchy)
- Licensing & Appointments
- Marketing (Recognition, Yext, Marketing Materials)
- Platform Fees/E&O
- Points (Promotions, Bonus Pools)
- Sales Desk
- Tax Documents
- Technical Support (Email, Password Reset)
- WFGIA Supervision
Business Productivity Consultants (BPC)
Technology Training (Engage, Campaign Manager, Yext, etc.)
Available to all licensed WFG agents
Find your area BPC here. https://www.mywfg.com/bpc
Call Center
General Questions & Support
Available to WFG SMD’s and above only
Phone: 770.246.9889
Campaign Manager
https://www.mywfg.com/my-campaign-manager
Please contact Outstand directly
Email: support@outstand.com
Phone: 800.865.7496
More Info: https://wfgcampaigns.com/support
E&O MARSH
Phone: 1-800-380-0451
Email: EandOServices@marsh.com
WFG Training Center
Visit the WFG Training Center for required courses, on-demand training videos, and webinar recordings.
New Agent Training
Visit the US New Agent Hub for all New Agent Resources.
Pre-Approved Marketing Materials
Onboarding Agreement
Electronic Option (fastest): https://registration.wfglaunch.com/
Email option for paper agreements: wfgcoding@transamerica.com
Agent Information Changes
Home address, personal email address, phone number, spouse information and recognition settings can be made here. https://www.mywfg.com/profile
Name, Business Address, or SIN Change- Complete Agent Information Form
https://www.mywfg.com/Media/Default/PDFs/2017/WFG10011_4%2017%20Authorization%20for%20Agent%20Info%20Change%20fillable.pdf and send to wfgcoding@transamerica.com
Paper Appointment Requests
Email: wfglicenseapps@transamerica.com
Recognition Photos to be Displayed on MyWFG and Social Media
Advertising Requests
Other Resources
"The way to get started is to quit talking and begin doing."
-- Walt Disney
Products
Life Insurance
Annuities
Debt Management
Estate Planning